This guide is being written. The topics below show what it will cover.
Planned topics
- Find Take Payment for a job and confirm the client, amount, and remaining balance.
- Choose the payment method and record the received date and a helpful note.
- Explain that choosing Credit Card or Debit Card alone can record a payment without charging the card; check the Charge Card setting when available.
- Explain what changes in billing, payment status, invoice totals, and connected accounting after saving.
- Link to correction guidance when an amount, date, or method was recorded incorrectly.